3 Stocks to Benefit From Trump’s Beijing Trip

President Donald Trump’s three-day Beijing summit with Xi Jinping concluded on May 15. The deal produced a framework covering aircraft orders, agricultural exports, and tariff reductions across roughly $30 billion. The fallout reshaped Wall Street’s read on US-China trade, highlighting the stocks to benefit.

BeInCrypto analysts identified three stocks to benefit directly, almost gradually, spanning aerospace, agriculture, and semiconductors with distinct chart setups.

Boeing (NYSE: BA)

Boeing emerges as the cleanest direct beneficiary of the Trump China trip. The company confirmed an initial 200-aircraft order during the May 14-15 Beijing summit. CEO Kelly Ortberg traveled alongside the Trump delegation. The order ends a multi-year drought after China halted deliveries during the 2025 trade war.

The Trump Xi summit also produced a framework for tariff reductions across roughly $30 billion in goods. This removes a structural overhang on the planemaker’s China exposure for over a year.

Boeing shares dropped 3.8% on May 15. The initial order landed below late 2025 whispers calling for up to 500 jets. The stock slipped from a $243 May 14 peak to a $213 local low by May 19.

The decline, however, occurred on rising volume between April 30 and May 20. This accumulation pattern shows buyers absorbing the dip while headline disappointment shakes weaker hands out.

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The May 21 bounce to $222 carried confirming volume of 7.71 million shares. The US-China trade reset is being bought, not faded.

The stock holds inside a rising channel anchored at the late-March $187 swing low. A confirmed close above $227 opens the path toward $241, a 9% move that prices in further order commitments. Extended targets sit at $258 and $270. A break below $213 exposes $201 and the $187 channel floor.

Archer-Daniels-Midland (NYSE: ADM)

Archer-Daniels-Midland captures the soybean restart at the heart of the Trump Beijing deal. The White House confirmed China will purchase at least $17 billion in US agricultural products annually.

ADM is one of the world’s largest soybean processors and a primary handler of US grain exports. The Chicago-based crop trader raised its 2026 earnings outlook on May 5, citing expectations of normalized Chinese soybean buying. ADM shares rallied 7.2% on the news, the largest single-day gain in over six years.

The setup on the daily chart shows a textbook bullish flag pattern and why it could be one of the few stocks to benefit from Trump’s China visit. ADM rallied 25.9% from mid-April lows to an $83 peak on May 13, the day before Trump arrived in Beijing. That move forms the pole.

The pullback since May 13 has carved out a tight descending channel between $83 and $77. This is the flag. Soybean exports restart confirmation aligns the macro tailwind with the pattern.

The Chaikin Money Flow (CMF), a proxy for institutional buying and selling pressure, currently reads 0.16. The indicator has held above zero since late April, confirming sustained accumulation despite the recent pullback.

One subtle warning sign exists in the CMF. The indicator printed a marginally lower high on May 13 (0.33) versus the Feb 27 peak. The divergence is mild and does not invalidate the bull flag.

A confirmed close above $81 signals strength. The 25.9% pole replication targets $102 on the upside, finally breaking the $100 mark. A clean drop below $77 weakens the pattern and exposes $74. And a break of $74 invalidates the flag entirely.

Qualcomm (NASDAQ: QCOM)

Qualcomm closes the three-pick stocks to benefit lineup as the China revenue stabilization play. CEO Cristiano Amon traveled with the Trump delegation to the May 14-15 Beijing summit.

No specific Qualcomm dollar deal was announced at the summit. The strategic value lies in the tariff reduction framework covering roughly $30 billion in goods. Qualcomm derives 46% of its revenue from China, making any tariff stabilization an immediate earnings tailwind.

The company already flagged the shift on April 29. Q2 FY26 revenue topped consensus at $10.6 billion with EPS of $2.65. Management cited stabilizing China handset demand as the swing factor that prevented a deeper miss. QCOM rallied 15% on April 30 after the earnings print. The stock continued higher to a $247 peak on May 11, completing a rally-like pole from the late-April low.

The pullback since has carved out a flag pattern. Semiconductor deals speculation has cooled, but the underlying China stabilization thesis remains intact.

The CMF crossed back above zero on May 19, reading 0.02. The last time the indicator crossed above zero, in late April, a 72.12% rally followed.

Risks remain. Apple is gradually moving to in-house modems, and China launched an antitrust probe into the Autotalks acquisition. A confirmed close above $248 reclaims the peak and targets $262, a 23% move. Extended targets sit at $281 and the $306 level.

A drop below $191 weakens the structure and exposes the $164 floor.